LEGACY WEALTH GROUP
Firm details
- Headquarters
- LAS VEGAS, Nevada
- CRD number
- 340152
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Legacy Wealth Group is structured as a limited liability company under individual ownership and positions itself as a multi-service advisory shop focused on financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its stated service mix includes fee arrangements based on a percentage of assets under management as well as hourly and fixed-fee engagements. The firm lists pension consulting among its advisory offerings and reports relationships with an accountant and an insurance company as industry affiliations. Legacy Wealth Group does not identify as an active ESG investor and is not described as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Dain Ellsworth
Investment Advisor RepresentativeCRD 7735086
Carla Roik
Financial AdvisorCRD 4691854
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAS VEGAS, NV
CLARK
Location
LAS VEGAS, NV
Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- CLARK
- Address
- 7881 W Charleston Blvd
- Time zone
- PT (UTC-8)
- Office locations
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